See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,831 | $185,822-62.4% | $169,993-58.9% | $139,434-49.9% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 15.94% | 60.50%-44.6pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,709 | $7,590-51.1% | $6,785-45.3% | $4,751-21.9% |
| Participant deferral / active EE | $1,055 | $11,622-90.9% | $10,408-89.9% | $6,710-84.3% |
| Admin fee / account holder | $5,286 | $15,381-65.6% | $12,815-58.8% | $11,403-53.6% |